1Ano·

What are the moat stocks you are watching? Or companies that are just expanding their moat.

$CME (-0,1%)
$ANET are two that I am particularly watching

9 Comentários

Krush82@Krush82

1Ano

Where exactly do you see the moat at $ANET?

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TaxesAreTheft@TaxesAreTheft

1Ano

@Krush82 is more of a candidate where I see the potential for a future moat. Market share (growth) and pricing power look solid. I'm still working on my analysis, but I haven't found anything that fundamentally speaks against it.

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Krush82@Krush82

1Ano

@TaxesAreTheft ok, of course I agree with the thesis. I thought you had discovered something special that I didn't know about. That's also a share that you should have invested in a long time ago.

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TaxesAreTheft@TaxesAreTheft

1Ano

@Krush82 Yes, it's actually a must-have. But with the growth forecasts, there is still a lot in it. The margins alone justify the purchase.

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Krush82@Krush82

1Ano

@TaxesAreTheft The share is also valued accordingly compared to the competition CISCO or Juniper . They are priced to perfection and cannot afford to make any mistakes.

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